Updated. As the brokerage 1099 forms for the 2024 Tax Year are coming out, here is a quick reminder for those subject to state and/or local income taxes. If you earned interest from a money market fund, a significant portion of this interest may … [Read the rest]
Fidelity Money Market Funds: Claim Your State Income Tax Exemption (Updated 2025)
Posted on February 20, 2025 // 13 Comments
Last updated: February 23, 2025
Vanguard T-Bill/Ultra-Short Treasury ETF, iShares Money Market ETFs Now Live
Posted on February 19, 2025 // Leave a Comment
Vanguard's new index ETFs that hold short-term US Treasury Bonds are now live (press release). Vanguard 0-3 Month Treasury Bill ETF (VBIL). Tracks the Bloomberg US Treasury Bills 0-3 Months Index, which holds T-Bills with maturities of 3 … [Read the rest]
Last updated: February 19, 2025
TurboTax Promo: Switch to TurboTax, File on App by 2/28, Get Deluxe/Premium For $0 Federal, $0 State
Posted on February 17, 2025 // 2 Comments
Here is a new TurboTax App promo link that offers free tax filing ($0 Federal, $0 State) for ALL tax situations (not just 1040EZ form users). This includes their TurboTax Standard, Deluxe, and Premium products. Here are the specific set of … [Read the rest]
Last updated: February 17, 2025
Callan Periodic Table of Investment Returns 2024 Year-End Update
Posted on February 11, 2025 // Leave a Comment
Callan Associates updates a “periodic table” annually with the relative performance of 9 major asset classes over the last 20 years. Above is the most recent snapshot of 2005-2024, which you can find on their website Callan.com. The best performing … [Read the rest]
Last updated: February 11, 2025
Southwest Airlines Credit Cards: Unique Companion Pass
Posted on February 11, 2025 // 26 Comments
Update March 2025. Southwest has made some big changes to how they run, and it's not entire clear how it will affect their credit cards. The "Wanna Get Away" fare is going away later this year, to be replaced by "Basic". I will try to update … [Read the rest]
Last updated: May 8, 2025
Best Interest Rates Survey: Savings Accounts, Treasuries, CDs, ETFs – February 2025
Posted on February 9, 2025 // 4 Comments
Here's my monthly survey of the best interest rates on cash as of February, roughly sorted from shortest to longest maturities. Banks love taking advantage of our idle cash, and you can often earning more money while keeping the same level of safety … [Read the rest]
Last updated: February 11, 2025
Morningstar Discussion about The State of Vanguard in 2025 (Highlights)
Posted on February 7, 2025 // 3 Comments
As a follow-up to my thoughts on Should I Stay with Vanguard? and their recent expense ratio drop announcement, I recently listened to this 30-minute Morningstar video with Daniel Sotiroff and Susan Dziubinski about the current state of Vanguard in … [Read the rest]
Last updated: February 7, 2025
Delta SkyMiles® American Express Cards – Welcome Offers up to 80,000 Bonus Miles
Posted on February 6, 2025 // 10 Comments
Delta Airlines American Express cards offer various special perks like free checked bags, priority boarding, and the ability to earn Delta SkyMiles with card purchases. As you can only get the welcome offers once on each of these cards per person … [Read the rest]
Last updated: April 9, 2025
Chase x DoorDash: Free DashPass Membership, Free Monthly/Quarterly Credits
Posted on February 5, 2025 // 1 Comment
Many Chase cardholders get select DoorDash perks when they activate their free DashPass membership, and these were slightly updated as of 2/1/25. This includes monthly or quarterly credits on the Chase Sapphire Reserve, Chase Sapphire Preferred, … [Read the rest]
Last updated: February 6, 2025
Vanguard ETF & Mutual Fund Expense Ratio Drops (February 2025)
Posted on February 4, 2025 // 3 Comments
It's been a while since Vanguard announced a big round of expense ratio cuts, and just in time for their upcoming 50th anniversary, they announced what they call the largest fee cut in Vanguard history spanning 87 funds and projected to save … [Read the rest]
Last updated: February 5, 2025
Aven Credit Card: Backed by Home Equity (Free Costco Executive Membership)
Posted on February 3, 2025 // Leave a Comment
The Aven Credit Card is a new-ish credit card with 2% cash back that uses your home equity (HELOC) to get lower interest rates. Right now they have a new Costco offer, but you have to read the fine print. The offer includes a free 1-Year … [Read the rest]
Last updated: February 3, 2025
Vanguard Money Market Funds: Claim Your State Income Tax Exemption (Updated 2025)
Posted on February 2, 2025 // 43 Comments
Updated February 2025. As the brokerage 1099 forms for the 2024 Tax Year are coming out, here is a quick reminder for those subject to state and/or local income taxes. If you earned interest from a money market fund, a significant portion of this … [Read the rest]
Last updated: February 3, 2025
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